AdviserStream Basic

About AdviserStream Basic

35 Hours of Structured CPD

Access to 30 blended learning modules across 5 series, covering a range of financial planning subjects, providing 35 hours structured CPD (including 28 IDD hours).

Advanced Level

35 Hours of Structured CPD

Built to mirror the intellectual depth and breadth of RQF Level 6. This makes our content ideal for Chartered Financial Planners and Senior Managers (SMF 3, 16, and 17).

Easy CPD Admin

35 Hours of Structured CPD

Easy CPD Admin

Download and edit your CPD record whenever you like, and upload it to your back office system, professional body, or SPS provider.

Why Our Content is Different

Most CPD focuses on basic investment, tax, pensions, and protection theory. Most experienced Advisers click through it just to get to the multiple-choice test that they can quickly ace.

Chartered Financial Planners and Senior Managers already have high levels of technical knowledge, and understand that real advice is not based on formulas and rulebooks. Real advice lives in conversations, in trust, and in human behaviour.

With Adviserstream, Chartered Financial Planners and Senior Managers can explore real stories that shaped our industry. Build deeper understanding of regulation, ethics, and trust. Earn structured CPD hours while actually enjoying the process. And develop the mindset of an Adviser who can see beyond the numbers.

Whether you’re here to build confidence, sharpen your judgement, or future-proof your practice, AdviserStream is your edge.

Our Streaming Series

Financial Philosophy & Ethics

Blending film, music, and video games with real-world financial planning, this series explores the human side of advice: ethics, behaviour, trust, and vulnerability. You’ll examine your own professional values and how they shape client outcomes. Cinematic. Unapologetically adult. Unforgettable.

Themes: Professional ethics, behavioural finance, client vulnerability, regulatory principles.

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD aligned

Crime & Punishment (Coming Soon)

Step into the shadows of financial history. From Charles Ponzi to Bernie Madoff, this series explores the lives, schemes, and downfalls of the most infamous figures in finance. Each episode blends biography with modern FCA regulatory reflection, asking: if they pulled their stunt today, what would happen? It’s gripping. It’s outrageous. And it’s a masterclass in recognising and preventing financial crime in your practice.

Themes: Financial crime, scams, ethics, regulatory breaches, client protection.

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD aligned

Markets & Meaning (Coming Soon)

A reflective, accessible exploration of how investments really work. We’ll strip the jargon back to fundamentals: equities, bonds, derivatives, alternatives, the economic cycle, and sustainable and values-based investment. But this isn’t a dry technical course! It’s about how advisers think about investments, position them with clients, and balance profit with purpose.

Themes: Investment principles and risk, investment planning.

📽️ 6 modules | ⏱️ 7 hours

The Dark Side of Finance (Coming Soon)

Bribery. Corruption. Money laundering. Data breaches. Multi-level marketing. The State Pension system. This series examines the darker corners of the industry through film, television, and real-world cases, and challenges advisers to understand their responsibilities and red lines. Because the best way to protect your clients… is to know what can go wrong.

Themes: AML, bribery & corruption, whistleblowing, complaints/FOS, FSCS, data protection, state pensions.

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD aligned

The Adviser's Edge (Coming Soon)

This series is about everything that makes an adviser exceptional: communication, soft skills, emotional intelligence, ethical sales, vulnerability awareness, client experience, and trust. Less about what you sell. More about how you show up.

Themes: Soft skills, business development

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD aligned